Constellation Brands, Inc.
STZ- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000016918
No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 institutions reported holding it in 13F filings for Q2 2026, worth $20.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Constellation Brands, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,046
- −70 vs. Q2 2025
- Shares held
- 141.3M
- −4.38M (−3.0%) vs. Q2 2025
- Total value
- $19.0B
- −$4.65B (−19.6%) vs. Q2 2025
- New holders
- 123
- 311 more added
- Sold out
- 193
- 469 more reduced
16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,038 | $20.1B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.0B |
| Q2 2025 | 1,132 | $24.0B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.3B |
| Q3 2024 | 1,326 | $37.3B |
| Q2 2024 | 1,342 | $37.5B |
| Q1 2024 | 1,323 | $39.6B |
| Q4 2023 | 1,300 | $34.1B |
| Q3 2023 | 1,256 | $35.8B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $31.3B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,216 | $30.5B |
| Q2 2022 | 1,219 | $30.3B |
| Q1 2022 | 1,206 | $31.1B |
| Q4 2021 | 1,232 | $33.9B |
| Q3 2021 | 1,134 | $27.9B |
| Q2 2021 | 1,156 | $32.0B |
| Q1 2021 | 1,159 | $31.8B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 1,611 | $217.0K | 0.01% | −278−14.7% | Reduced |
| Belpointe Asset Management LLC | 1,611 | $217.0K | 0.01% | −12−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 1,615 | $217.5K | 0.02% | −103−6.0% | Reduced |
| Ontario Teachers Pension Plan Board | 1,631 | $219.6K | 0.01% | +1,631 | New |
| Meeder Advisory Services, Inc. | 1,631 | $219.7K | 0.01% | −2,410−59.6% | Reduced |
| Global Retirement Partners, LLC | 1,634 | $220.0K | 0.00% | −404−19.8% | Reduced |
| Intrust Bank NA | 1,635 | $220.2K | 0.02% | −885−35.1% | Reduced |
| Charter Research & Investment Group, Inc. | 1,641 | $221.0K | 0.15% | −80−4.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,643 | $221.3K | 0.00% | −350−17.6% | Reduced |
| Lecap Asset Management Ltd | 1,653 | $222.6K | 0.08% | +1,653 | New |
| McDonald Partners LLC | 1,683 | $226.9K | 0.07% | −4,661−73.5% | Reduced |
| MONECO Advisors, LLC | 1,685 | $226.9K | 0.02% | +35+2.1% | Added |
| BSW Wealth Partners | 1,686 | $227.1K | 0.03% | −182−9.7% | Reduced |
| GTS Securities LLC | 1,692 | $227.9K | 0.01% | +1,692 | New |
| MidWestOne Financial Group, Inc. | 1,693 | $228.0K | 0.03% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,700 | $228.9K | 0.17% | +1,700 | New |
| Glenmede Investment Management, LP | 1,715 | $231.0K | 0.00% | −2,586−60.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,695 | $231.3K | 0.03% | −240−12.4% | Reduced |
| Sender Co & Partners, Inc. | 1,727 | $232.6K | 0.09% | +1,727 | New |
| Foundations Investment Advisors, LLC | 1,731 | $233.1K | 0.00% | +1,731 | New |
| Legacy Bridge, LLC | 1,731 | $233.1K | 0.10% | −30−1.7% | Reduced |
| Callan Family Office, LLC | 1,739 | $234.2K | 0.01% | −935−35.0% | Reduced |
| Tower Bridge Advisors | 1,750 | $235.7K | 0.02% | −7,413−80.9% | Reduced |
| Intrua Financial, LLC | 1,751 | $235.8K | 0.03% | +1,751 | New |
| Regatta Capital Group, LLC | 1,754 | $236.2K | 0.04% | +37+2.2% | Added |
| Keebeck Wealth Management, LLC | 1,760 | $237.0K | 0.03% | −100−5.4% | Reduced |
| NBC Securities, Inc. | 1,784 | $240.4K | 0.02% | +535+42.8% | Added |
| Almanack Investment Partners, LLC. | 1,787 | $240.7K | 0.04% | +329+22.6% | Added |
| U S Global Investors Inc | 1,800 | $242.4K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,802 | $242.7K | 0.00% | −216−10.7% | Reduced |
| Blue Barn Wealth, LLC | 1,804 | $242.9K | 0.11% | +1,804 | New |
| Arcataur Capital Management LLC | 1,809 | $243.6K | 0.07% | −77−4.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,820 | $245.1K | 0.05% | −213−10.5% | Reduced |
| Profund Advisors LLC | 1,826 | $245.9K | 0.01% | −164−8.2% | Reduced |
| Shayne & Co., LLC | 1,850 | $249.1K | 0.08% | +120+6.9% | Added |
| We Are One Seven, LLC | 1,858 | $250.2K | 0.01% | −73−3.8% | Reduced |
| Diamant Asset Management, Inc. | 1,870 | $251.8K | 0.19% | −475−20.3% | Reduced |
| TownSquare Capital, LLC | 1,898 | $255.6K | 0.04% | +1,898 | New |
| J.W. Cole Advisors, Inc. | 1,905 | $256.5K | 0.00% | −239−11.1% | Reduced |
| Westfuller Advisors, LLC | 1,924 | $259.1K | 0.12% | +1,924 | New |
| Sapient Capital LLC | 1,899 | $259.2K | 0.00% | −7−0.4% | Reduced |
| Beaumont Financial Advisors, LLC | 1,930 | $259.9K | 0.02% | −5−0.3% | Reduced |
| Secure Asset Management, LLC | 1,886 | $262.0K | 0.04% | −122−6.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,949 | $262.5K | 0.04% | +315+19.3% | Added |
| Allred Capital Management, LLC | 1,958 | $263.8K | 0.09% | −169−7.9% | Reduced |
| AXA Investment Managers S.A. | 1,967 | $264.9K | 0.00% | +1,967 | New |
| Umpqua Bank | 1,913 | $265.7K | 0.07% | +151+8.6% | Added |
| Zions Bancorporation, National Association | 1,976 | $266.1K | 0.01% | +1,648+502.4% | Added |
| Define Financial, LLC | 1,983 | $267.0K | 0.16% | +12+0.6% | Added |
| Coastline Trust Co | 2,030 | $273.4K | 0.03% | −220−9.8% | Reduced |
| PFG Investments, LLC | 2,035 | $274.0K | 0.01% | +311+18.0% | Added |
| Meridian Wealth Management, LLC | 2,038 | $274.5K | 0.01% | +169+9.0% | Added |
| Diversify Advisory Services, LLC | 2,099 | $274.6K | 0.01% | +480+29.6% | Added |
| Capital Group Private Client Services, Inc. | 2,041 | $274.9K | 0.00% | −64,180−96.9% | Reduced |
| Ellevest, Inc. | 2,041 | $274.9K | 0.04% | +180+9.7% | Added |
| Aries Wealth Management | 2,049 | $275.9K | 0.07% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,069 | $278.6K | 0.02% | −14−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,082 | $280.4K | 0.00% | −118−5.4% | Reduced |
| RMB Capital Management, LLC | 2,085 | $280.8K | 0.01% | −239−10.3% | Reduced |
| Iron Financial, LLC | 2,108 | $283.9K | 0.14% | −2,563−54.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,142 | $288.5K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,145 | $288.9K | 0.07% | −10.0% | Reduced |
| Investors Asset Management of Georgia Inc | 2,149 | $289.4K | 0.12% | +425+24.7% | Added |
| Legacy Advisors, LLC | 2,150 | $289.5K | 0.04% | +2,150 | New |
| Moneta Group Investment Advisors LLC | 2,191 | $295.0K | 0.00% | −95−4.2% | Reduced |
| IFP Advisors, Inc | 2,231 | $300.4K | 0.01% | +1,822+445.5% | Added |
| Synovus Financial Corp | 2,240 | $302.2K | 0.00% | −339−13.1% | Reduced |
| Evercore Wealth Management, LLC | 2,250 | $303.0K | 0.00% | −6,587−74.5% | Reduced |
| Cowa, LLC | 2,260 | $304.4K | 0.10% | +2,260 | New |
| First Command Advisory Services, Inc. | 2,267 | $305.3K | 0.00% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,299 | $309.6K | 0.12% | +682+42.2% | Added |
| Baker Tilly Wealth Management, LLC | 2,318 | $312.2K | 0.07% | +2,318 | New |
| LVW Advisors, LLC | 2,328 | $313.5K | 0.03% | +523+29.0% | Added |
| Dillon & Associates Inc | 2,325 | $314.0K | 0.04% | −3,069−56.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,341 | $315.2K | 0.00% | −7,038−75.0% | Reduced |
| Abc Arbitrage SA | 2,344 | $315.7K | 0.03% | +2,344 | New |
| Reynders McVeigh Capital Management, LLC | 2,351 | $317.0K | 0.01% | −75−3.1% | Reduced |
| Davis R M Inc | 2,354 | $317.0K | 0.01% | −4,298−64.6% | Reduced |
| Doliver Advisors, LP | 2,354 | $317.0K | 0.08% | −77−3.2% | Reduced |
| Athena Investment Management | 2,358 | $317.6K | 0.17% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 2,362 | $318.1K | 0.20% | +2,362 | New |
| Sigma Planning Corp | 2,363 | $318.2K | 0.01% | +704+42.4% | Added |
| Creekmur Asset Management LLC | 2,367 | $318.8K | 0.05% | −1,253−34.6% | Reduced |
| Warren Averett Asset Management, LLC | 2,372 | $319.4K | 0.00% | +235+11.0% | Added |
| Haverford Trust Co | 2,374 | $319.7K | 0.00% | −1,255−34.6% | Reduced |
| Bangor Savings Bank | 2,381 | $320.6K | 0.03% | −5,274−68.9% | Reduced |
| Ballentine Partners, LLC | 2,388 | $321.6K | 0.00% | −239−9.1% | Reduced |
| Arnhold LLC | 2,400 | $323.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,400 | $323.2K | 0.05% | +2,400 | New |
| 17 Capital Partners, LLC | 2,429 | $327.1K | 0.18% | −323−11.7% | Reduced |
| Coldstream Capital Management Inc | 2,474 | $333.2K | 0.00% | +194+8.5% | Added |
| Bryn Mawr Trust Co | 2,482 | $334.3K | 0.01% | −7,060−74.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,488 | $335.0K | 0.00% | +53+2.2% | Added |
| HBW Advisory Services LLC | 2,489 | $335.1K | 0.04% | −40−1.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,509 | $337.9K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 2,521 | $339.5K | 0.01% | −2,227−46.9% | Reduced |
| Eads & Heald Wealth Management | 2,522 | $340.0K | 0.16% | −651−20.5% | Reduced |
| Anchor Investment Management, LLC | 2,540 | $342.1K | 0.03% | −400−13.6% | Reduced |
| Johnson Investment Counsel Inc | 2,584 | $348.0K | 0.00% | −590−18.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,587 | $348.3K | 0.00% | −320−11.0% | Reduced |